Insight on which institutions in Europe had the highest amount of sovereign exposure that have yet to be written up, with James Chanos, Kynikos Associates president/founder, who says the ECB will pull out all the stops and the crisis is more of a solvency issue instead of a liquidity issue.
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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
This is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity.
